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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-4026919 | Other Fees | $14,768 |
RPCSI1 year Service code 99 · EIN 35-2091834 | Other Fees | $3,938 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $399,565 | $48,064+731.3% | $78,778+407.2% | $69,631+473.8% |
| Participation rate | 0.0% | 61.6%-61.6pp | 69.2%-69.2pp | 70.7%-70.7pp |
| Annual return | 19.19% | 21.81%-2.6pp | 35.62%-16.4pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $361 | $744-51.5% | $1,986-81.8% | $2,032-82.3% |
| Participant deferral / active EE | $2,242 | $2,079+7.9% | $2,958-24.2% | $3,224-30.4% |
| Admin fee / account holder | $955 | $152+528.5% | $5,134-81.4% | $110+765.0% |